Meet The Team
Collectively, the team here at Sage have decades of advisory and financial planning experience. Our aim is to provide a hyper-service, and we do that through focused employees who are passionate about producing successful retirement outcomes for you.
We strive to build trusting and long-term client relationships and share our knowledge with you so you can take control of your financial future.
This is a responsibility we take very seriously and is reflected in our company values.
As a Sage client, you can be sure of receiving dedicated, strategic and, value-driven advice to help you live well in retirement.
Click on the Adviser photos below to get to know them a bit better!
Peter TuckerDFP
John Elders Adv Dip FS FChFP
Jared Baker Adv Dip. FP
Ben Phoon BCom BEcon ADFP
Craig Todd BEc Dip FP
Trent Doust GDAF GDFP
Certified Financial Planner
Authorised Representative and Credit Representative
Jamie Woolley Bcom ADFP
We also have a dedicated Client Services team. They are here to support the Advisers in implementing the advice and strategy of your account.

Sharlene Holmes
Client Services Officer
CONTACT US TODAY FOR A COMPLIMENTARY FINANCIAL REVIEW
Ground Floor, Suite #2/40 Hasler Rd,
Osborne Park, WA 6017, Australia